The document provides an agenda for a 5-day admin workshop covering topics like organization setup, user interface configuration, standard and custom objects, and data management. Day 1 covers organization setup, global user interface, and standard/custom objects. Day 2 covers user setup, security, and workflow automation. Later days cover additional topics like reports, mobile configuration, and the AppExchange. The document also includes introductory information and instructions for various setup and configuration exercises to be completed during the workshop.
Salesforce provides powerful reporting and dashboard tools to visualize and analyze data stored in objects. There are three types of reports - tabular, summary, and matrix - with summary and matrix reports able to generate dashboards. Dashboards provide graphical representations of report data through various chart types like columns, bars, lines, and can be refreshed automatically or on a schedule. While Salesforce reporting is robust, there are some limitations around advanced analysis, customization, and integrating external data.
This document discusses sharing and security controls in Salesforce, including profiles, permission sets, and record-level security. Profiles control object, field, and user permissions, while permission sets can grant additional access. Record-level security can be set at the organization, manual sharing, role hierarchy, and sharing rule levels to determine which users can access individual records.
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
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( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1.ā Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
This incredible document will help you understand complete Salesforce Admin 201 topics in detail.
Just go through this entire document and then attend ADM 201 certification exam.
The document provides an overview of Salesforce, including:
- What Salesforce is and its multi-tenant architecture model
- The concepts of cloud computing, platforms and applications moving to the cloud
- Details on the Salesforce editions, features like reports, dashboards, and customization controls
- How the Force.com platform works using the model-view-controller pattern
- Advantages of Salesforce like scalability and lower costs versus some limitations around data protection and fit for small companies.
Salesforce Tutorial for Beginners: Basic Salesforce IntroductionHabilelabs
Ā
Salesforce is the worlds best Customer Relationship Management (CRM) platform which is flexible and powerful database supplier in the market.This blog is introducing about Salesforce and itās CRM, Multitenant Architecture etc.
This document summarizes a Salesforce Community Cloud lunch and learn presentation. The presentation covered an overview of the Community Cloud, including different community types like help centers, customer portals, and partner communities. It also discussed how communities can benefit businesses by streamlining processes, increasing self-service, and facilitating collaboration. The presentation concluded with a hands-on challenge for attendees to build a sample "Partner Central" community.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
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This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
This document outlines an agenda and staff for Salesforce training sessions on the system overview, accounts, contacts, campaigns, opportunities, reports and dashboards, and Vertical Response. The first meeting will cover the system overview, accounts, and contacts. Future meetings are scheduled in July to cover additional topics like campaigns and opportunities. The training includes homework with prizes to incentivize completing the tasks. Staff from various teams will attend different sessions relevant to their roles.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Ā
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Salesforce Interview Questions And Answers | Salesforce Tutorial | Salesforce...Edureka!
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This document contains 23 questions and answers related to Salesforce concepts. Some of the key topics covered include profiles and permission sets, governor limits, sandbox environments, Apex triggers and classes, data types, sharing rules, relationships, and custom settings. The questions range from basic to more advanced topics like skinny tables, data skew, and custom labels.
Ronjay Chakraborty introduced Salesforce.com and covered the following topics:
- CRM is a strategy for managing interactions with customers and prospects to build and sustain relationships. It helps retain existing clients and find new ones.
- Cloud computing delivers software, platform, and infrastructure as online services. Salesforce.com is a cloud-based CRM platform.
- Salesforce.com includes apps like Sales Cloud, Service Cloud, and Marketing Cloud to manage sales, customer service, and marketing from a single system. It provides tools to customize the system using objects, fields, and other configuration options.
- Admins can use reports and dashboards in Salesforce Analytics to gain real-time insights
Salesforce sharing and visibility Part 1Ahmed Keshk
Ā
This document provides an overview of Salesforce sharing and visibility settings including profiles, permission sets, field level security, record level security, organization wide defaults, and role hierarchies. It discusses how profiles control user access and permissions. Permission sets extend user access without changing profiles. Field level security controls field visibility. Record level security and organization wide defaults specify default sharing while role hierarchies ensure managers have access to subordinate records.
Salesforce is a cloud-based customer relationship management (CRM) system that allows nonprofits to track constituents such as donors, volunteers, and program participants. Over 20,000 nonprofits in the U.S. use Salesforce. The Nonprofit Starter Pack is a free app that customizes Salesforce for nonprofits by allowing them to track things like donors, volunteers, relationships, and recurring donations. Implementing Salesforce helps nonprofits manage data more effectively, meet reporting requirements, improve efficiencies, and break down silos within the organization.
The document provides information about Salesforce including:
1. The Salesforce team consists of 5 members guided by Prof. Hiteshri A. Modi.
2. Salesforce is a cloud-based CRM software that helps create custom solutions for marketing, sales, services and ecommerce. It manages customer and sales data.
3. Salesforce provides various cloud services including Sales Cloud, Marketing Cloud, Service Cloud, Analytics Cloud, Community Cloud, and Commerce Cloud.
Earlier when you required a custom feature in your Salesforce installation to support your business process, the only available options were to create a brand new app and integrate it in your Salesforce or to use existing features in a creative way to achieve the same objective. However Salesforce evolved and we now have got Salesforce Visual Flow, also known as Salesforce Visual Workflow or simply Salesforce Flow.
Visual flow can be summed up as an app inside the Salesforce app. Analogically, what methods are to object oriented programming, visual flow is to Salesforce. To be more precise, a Flow is a wizard or a set of screens in sequential order which can be used to complete a business process. This business process can be anything like filling out a form, or working on a script, or even filling out a survey. The Flow has the ability to fetch, edit, and create all Salesforce information in an appealing, quick and smart manner.
Difference between Salesforce.com Flow and Workflow
Salesforce Flow or Visual Workflow is often confused with a feature named Workflow in Salesforce and thatās forgivable! They may be similar in certain fashion such as assisting in automating a business process, but in essence they both are different. Here is how:
- Visual Workflow is more of a front-end based tool. It is mainly used when you have to display or collect information through screens making it more visible to the users. Workflow on the other hand execute pre-defined rules behind the scenes. They are used to process information rather than collecting it.
- While Workflows are mainly triggered by events, Visual Workflows are triggered by user actions. However in Visual Workflows, you can also Autolaunch Flows i.e. start a Flow without user interaction. Since they are triggered without user interactions you cannot include steps, choices, screens or dynamic choices in your Autolaunch Flow.
- Flows can fetch, delete, update or even create records on multiple objects but Workflows are defined to affect only a single specified object. The exception to this is the case of Workflows having to update fields on specified objectās related master records.
How to create and trigger Flow?
Flows can be used to execute a business logic, interact with Salesforce Databases, call defined Apex classes and guide user through screens. There are three main aspects of a Flow creation process:
- Designing
- Management
- Flow Runtime
You can create Flows and open Cloud Flow Designer by going through the following steps
Name-> Setup-> App Setup-> Create-> Workflow & Approvals-> Flows-> New Flow.
Once you have defined your Flow you can easily add it to any Visualforce page or you can add your Flowās URL link to your Salesforce installationās homepage.
You can create your Flow triggers by going through the same above process and instead of clicking Flow, click Flow Trigger.
This document summarizes a presentation about Sales Cloud best practices and new features. It discusses five best practices for sales teams: prospecting, growing accounts, managing opportunities, closing deals, and analyzing results. It also highlights new features in Sales Cloud like collaborative forecasting, opportunity splits, mobile access, analytics dashboards, and over 50 new features in the last year. Customer case studies show improvements in key metrics like increased sales, higher conversion rates, and better productivity.
Common Data Model - A Business Database!Pedro Azevedo
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In this session I presented how Common Data Service will be the future of Business Application Platform and how this platform will help the Dynamics 365 to grow.
1. The document discusses various tools and considerations for managing data in Salesforce, including importing, exporting, backing up, and mass deleting records.
2. The key tools covered are the Data Import Wizard for importing up to 50,000 records, and Data Loader for importing up to 5 million records. Best practices for data imports include cleaning data, mapping fields correctly, and testing imports.
3. Options for backing up data are the weekly data export service, reports, and Data Loader exports. Mass deleting and transferring records can be done through the Mass Delete and Mass Transfer tools respectively.
Common Data Service ā A Business Database!Pedro Azevedo
Ā
In this session I tried to explain to SQL Community what is Common Data Service, it's a new Database or only a service to allow Power Users to create applications.
The document provides an overview of various Salesforce applications for sales, marketing, service, and administration. It discusses lead management features like lead sources, queues, assignment rules, and auto-responses. It also covers opportunities, products, price books, campaigns, and how to track the sales process. Key applications include accounts, contacts, leads, opportunities, products, price books, and campaigns. The document aims to help administrators and users understand and utilize the different applications in Salesforce.
NHSPUG June 2015 - Must Love Term Sets: The New and Improved Managed Metadat...Jonathan Ralton
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The document is a presentation on managed metadata in SharePoint 2013. It discusses the new managed metadata service, term store, and content type syndication features. The presentation provides an overview of these new features, including improvements to the user interface for managing terms, support for multi-lingual terms, managed navigation, hashtags, and the taxonomy API. It also discusses considerations for using term sets, columns, and content type publishing across sites.
The document provides an introduction to data warehousing. It defines a data warehouse as a subject-oriented, integrated, time-varying, and non-volatile collection of data used for organizational decision making. It describes key characteristics of a data warehouse such as maintaining historical data, facilitating analysis to improve understanding, and enabling better decision making. It also discusses dimensions, facts, ETL processes, and common data warehouse architectures like star schemas.
The document outlines the key configuration settings for an Salesforce organization including company information, data storage limits, API access, licensing details, fiscal year and currency setup, business hours, my domain, language settings, and provides additional resources for learning more about Salesforce administration. It provides an overview of how to configure an organization's basic information and policies to support business needs.
SPSCT15 - Must Love Term Sets: The New and Improved Managed Metadata Service ...Jonathan Ralton
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The document discusses a presentation on the managed metadata service in SharePoint 2013. It provides an overview of the presentation agenda which includes setting the stage, services architecture, information architecture, the managed metadata service, term store, what's new, content type syndication, and wrapping up with questions. It then goes into more detail on the services architecture and how it has advanced from SharePoint 2010 to 2013.
SPSNYC14 - Must Love Term Sets: The New and Improved Managed Metadata Service...Jonathan Ralton
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This document summarizes a presentation on the new and improved Managed Metadata Service in SharePoint 2013. The presentation covers the content management capabilities in SharePoint, the services architecture including service applications and proxies, and the new information architecture features in the Term Store. Key changes discussed include content type syndication across site collections using the Content Type Hub and enhanced management of terms, term sets and term set groups in the centralized Term Store.
SPSBOS15 - Must Love Term Sets: The New and Improved Managed Metadata Service...Jonathan Ralton
Ā
This document provides a summary of a presentation on managed metadata and term sets in SharePoint 2013. The presentation covers:
- The new managed metadata service, which allows centralized management of taxonomy, folksonomy, and content types across sites.
- The term store, which allows managing terms, term sets, and groups in a centralized location. New features in SharePoint 2013 include pinned terms, custom properties, and multi-lingual support.
- Content type syndication through the content type hub, which enables centralized management of content types and associated metadata across sites.
This document provides an overview of ServiceNow, including how it can be used for IT service management and asset management. It also summarizes key ServiceNow concepts like administration, development, and how ITIL standards are supported. For development, it describes different types of client-side scripts, server-side scripts, and how to create custom REST APIs. Personal developer instances are also addressed as a way for developers to learn and build applications on the ServiceNow platform.
PatSeer is a fully-featured global patent database with powerful integrated analytics, project management, and collaboration capabilities. PatSeer includes 74 million full-text records and more than 115 million+ records across 104+ countries. It includes a rich search syntax with all the capabilities needed by professional patent searchers. With powerful filtering, multidimensional analysis, and collaboration capabilities PatSeer helps you get your patent projects done online with ease.
This PPT contains around 100 Salesforce Interview question. 50 questions are from configuration part and other 50 are from coding Part. This will help the Salesforce aspirant to refresh the Salesforce knowledge on a go.
This document introduces PatSeer, a patent analytics platform established in 2004. It provides over 35 million full text patent records from 15 patent offices, with advanced search and analysis tools. Key features include an integrated corporate tree, instant filtering of search results, hierarchical categorization of projects, customizable dashboards, and collaboration tools. PatSeer aims to help users get work done through powerful analytics and easy sharing of projects.
Reports about your Office 365 can help you analyze, rectify problems and manage resources better. This reporting tool provides details needed by Office 365 administrators to make the best use of Office 365 resources.
As your Salesforce implementations become more complex, working with multiple orgs becomes a standard hurdle. Connecting with the correct data, at the correct time, when you have multiple orgs can be very difficult. Join us as we explore the new Lightning Connect: Salesforce Adapter. We'll examine how Admins can connect multiple orgs together, how data can be shared between those orgs, and how you can continue to build a complete view of your customers.
We offer online IT training with placements, project assistance in different platforms with real time industry consultants to provide quality training for all it professionals, corporate clients and students etc. Special features by InformaticaTrainingClasses are Extensive Training will be in both Informatica Online Training and Placement. We help you in resume preparation and conducting Mock Interviews.
Emphasis is given on important topics which are essential and mostly used in real time projects. Informatica training Classes is an Online Training Leader when it comes to high-end effective and efficient I.T Training. We have always been and still are focusing on the key aspects which are providing utmost effective and competent training to both students and professionals who are eager to enrich their technical skills.
Training Features at Informatica training classes:
We believe that online training has to be measured by three major aspects viz., Quality, Content and Relationship with the Trainer and Student. Not only our online training classes are important but apart from that the material which we provide are in tune with the latest IT training standards, so a student has not to worry at all whether the training imparted is outdated or latest.
Course content:
ā¢ Basics of data warehousing concepts
ā¢ Power center components
ā¢ Informatica concepts and overview
ā¢ Sources
ā¢ Targets
ā¢ Transformations
ā¢ Advanced Informatica concepts
Please Visit us for the Demo Classes, we have regular batches and weekend batches.
Informatica online training classes
Phone: (404)-900-9988
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Custom settings and custom metadata in Salesforce enable developers to create custom sets of data and associate custom data with an organization, profile, or user. Custom settings data resides in application cache, while custom metadata is deployable between environments. There are two types of custom settings - list and hierarchy - which allow the same or different data for users. Custom metadata uses queries and has benefits like deployability and picklists that custom settings lack. Reports and dashboards visualize data in tabular, summary, matrix, or joined formats and allow filtering and grouping data for users.
This document summarizes several additional database features in Force.com including dependent fields, record types and security, roll-up summary fields, field history tracking, tags, and connect offline. Dependent fields allow picklist values to depend on other values. Record types customize picklists and user interfaces for different record variations. Roll-up summary fields incrementally calculate summaries on child objects. Field history tracking provides an audit trail for certain fields. Tags and connect offline improve record search and offline data access.
Power BI provides self-service business intelligence and analytics capabilities powered by artificial intelligence. It unifies self-service and enterprise BI by bringing together data from various sources and allowing users at all levels of an organization to access and analyze information. Power BI also leverages Azure services for advanced analytics capabilities like big data processing, machine learning and artificial intelligence. This enables organizations to gain deeper insights from their data at scale.
Power BI is a business analytics tool that allows users to discover, analyze, and visualize data. It offers self-service BI capabilities using familiar Excel tools along with cloud-based sharing and collaboration features. Power BI allows users to connect to various data sources, transform the data using Power Query, build models with Power Pivot, create interactive visualizations in Power View, and publish reports and dashboards for sharing and exploration on mobile devices.
Microsoft Power BI is a cloud-based business analytics service. This document provides an overview of Power BI and its key capabilities. It discusses connecting to various data sources, creating reports and dashboards, exploring data using natural language queries, and sharing insights across an organization. The document also describes the Power BI online service experience and how to work with reports, dashboards, and other features in the browser or mobile apps.
Dynamics 365 Customer Service workspace in a dayHungPham381
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This document provides step-by-step instructions for configuring the Customer Service workspace application. It covers setting up a trial environment, getting familiar with the multisession interface, and using productivity tools like Smart Assist. The document then details how to configure agent experiences by creating profiles, session templates, macros, and scripts. It concludes with an overview of customization options using the Multisession APIs.
The document provides an overview of the key modules in Dynamics 365 Sales including basics, tracking customers, increasing sales, using playbooks, setting sales targets, sales management, product management, marketing campaigns, case management, managing data, reports, embedded intelligence features, integration with Outlook and Teams, and mobile apps. The modules cover functionality for managing accounts, leads, opportunities, quotes, orders, invoices, goals, forecasts, products, pricing, campaigns, cases, importing/exporting data, and reporting.
The document describes the integration between Dynamics 365 Sales and Dynamics Business Central. It outlines how customer, product, price, and order information flows between the two systems. Key entities like contacts, items, price lists, units of measure, and documents like opportunities, quotes, orders, and invoices are synchronized so the sales and business management functions are connected.
The document provides an agenda and overview of key topics for an admin workshop, including:
- The two main methods for loading data into Salesforce and their differences/supported objects.
- The three methods for backing up Salesforce data.
- Common scenarios for validation rules and the three main types of reports.
- Features of the Chatter collaboration application like feeds, groups, and security settings.
- Key aspects of Chatter posts, feeds, and groups.
- Using the AppExchange marketplace to find, evaluate, and install business apps and consulting services to extend Salesforce capabilities.
Are you wondering how to migrate to the Cloud? At the ITB session, we addressed the challenge of managing multiple ColdFusion licenses and AWS EC2 instances. Discover how you can consolidate with just one EC2 instance capable of running over 50 apps using CommandBox ColdFusion. This solution supports both ColdFusion flavors and includes cb-websites, a GoLang binary for managing CommandBox websites.
Drona Infotech is one of the best Mobile App Development Company in Noida. Elevate your business with our professional app development services. Let us help you create user-friendly and high-performing mobile applications.
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Sami provided a beginner-friendly introduction to Amazon Web Services (AWS), covering essential terms, products, and services for cloud deployment. Participants explored AWS' latest Gen AI offerings, making it accessible for those starting their cloud journey or integrating AI into coding practices.
Seamless PostgreSQL to Snowflake Data Transfer in 8 Simple StepsEstuary Flow
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Unlock the full potential of your data by effortlessly migrating from PostgreSQL to Snowflake, the leading cloud data warehouse. This comprehensive guide presents an easy-to-follow 8-step process using Estuary Flow, an open-source data operations platform designed to simplify data pipelines.
Discover how to seamlessly transfer your PostgreSQL data to Snowflake, leveraging Estuary Flow's intuitive interface and powerful real-time replication capabilities. Harness the power of both platforms to create a robust data ecosystem that drives business intelligence, analytics, and data-driven decision-making.
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Don't miss out on this opportunity to unlock the full potential of your data. Read & Download this comprehensive guide now and embark on a seamless data journey from PostgreSQL to Snowflake with Estuary Flow!
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What is OCR Technology and How to Extract Text from Any Image for FreeTwisterTools
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Discover the fascinating world of Optical Character Recognition (OCR) technology with our comprehensive presentation. Learn how OCR converts various types of documents, such as scanned paper documents, PDFs, or images captured by a digital camera, into editable and searchable data. Dive into the history, modern applications, and future trends of OCR technology. Get step-by-step instructions on how to extract text from any image online for free using a simple tool, along with best practices for OCR image preparation. Ideal for professionals, students, and tech enthusiasts looking to harness the power of OCR.
2. Agenda
DAY 1
ā¢ Welcome / Introduction
ā¢ Organization Set Up
ā¢ Global User Interface
ā¢ Standard and Custom Objects
DAY 2
ā¢ User Set Up
ā¢ Security and Access
ā¢ Workflow Automation
DAY 3
Sales and Marketing Applications
Service and Support Applications
Activity Management
DAY 4
Data Management
Analytics, Reports and Dashboards
Content Management
DAY 5
Desktop and Mobile
Chatter
AppExchange
4. Organization Setup
Describe the components of the company profile (eg fiscal year, business hours, currency
management, default settings, companyinformation).
9. How doLocale Settings Work?
User Record
(Personal)
Company Profile
(Defaults)
Locale = English US
Language = English
Time Zone =PDT
Locale = English US
Language = English
Time Zone =PDT
Locale = English UK
Language = English
Time Zone =GMT
Locale = Japanese
Language =Japanese
Time Zone =JST
Set your locale settings at
the company level and at
the userlevel
ā¢ Set your company defaults
for your organizationās head
office
ā¢ New usersautomatically
inherit the company
defaults
ā¢ Modify personal locale
settings for each useras
required
12. Custom FiscalYear
Define a custom fiscal year if you have:
ā¢ A 13-month fiscalyear
ā¢ 13-week fiscal quarters
ā¢ A fiscal year not starting on the first day of the month
15. Whatās Happened to My Closed Opportunities?
Historical Opportunities have amount updated on new currency rates ā providing bad
information
Multi-currency allows just one exchange rate per currency, by default. This means that when you
update an exchange rate, you are updating the converted amount on all records using that currency.
16. What is Advanced CurrencyManagement?
Allows you to ālockā the converted amount on closed opportunities
ā¢ You can give each new exchange rate a start date
ā¢ Closed opportunities use the rate that corresponds with the close date
17. Global UserInterface
Distinguish between the various UI features that an administrator controls, including the
implications (eg UI settings, search settings, list views, home page layouts).
18. What are User InterfaceSettings?
Global settings that let you configure
the way all usersinteract with
Salesforce and theirdata
Use them to:
ā¢ Speed upnavigation
ā¢ Enhance productivity
22. ListViews
Create list views for frequently performed searches
ā¢ Filter on aspecific field or fields
ā¢ Specify which groups of users have access to the list view
ā¢ Print listviews
ā¢ Edit records in list views. (Mass & In-line edit, Record Types)
ā¢ Enable enhanced lists to make inline editing available in list views too
ā¢ Follow records and view related Chatter posts
23. Salesforce Search
Customize search settings and search layouts to help users quickly find the information they
need
Sidebar Search:
ā¢ Only enabled with Chatteroff
ā¢ Searches only a subset of records and fields
ā¢ Phrase search, matches words inexact sequence
Global Search:
ā¢ Only enabled with Chatteron
ā¢ Searches more records and fields, including Chatter feeds, groups, and people
ā¢ Search words treated separately
24. Organization Setup
Sample Question
Whatisthe impact on a user if the organization level locale changes?
a. The default locale of the user is also set to the new organization level locale
b. The user is asked for a choice; if he would like to choose new organization locale or his own
locale
c. No impact on the user as he keeps using his own default locale
d. From a new session, user will see everything in the new organization locale
Answer:c
25. Hands-on Exercises ā 1 HOUR 50 MINUTES
Administration Essentials for New Admins āGetting Your Organization Ready forUsersā
https://lms.cfs-api.com/v1/content/528efcf0-2ff1-48c6-b5e5-
232015463e37/presentation_content/external_files/gettingyourorganizationreadyforusers.pdf
1: Check the Company Profile
2: Check the Fiscal Year and Set Up the Euro Currency 2-3:
Set Up theYen Currency
4: Update Exchange Rates
5: Update the Yen Exchange Rate with ACM 2-6:
Modify the UIto Improve User Experience 2-7:
Configure Searches
8 : Create a Technology Accounts ListView
9 : Create a Manufacturing Accounts ListView
26. Standard and CustomObjects
ā¢ Describe the standard object architecture and relationship model
ā¢ Explain how to create, delete, and customize fields, page layouts, and list views
ā¢ for custom and standardobjects
ā¢ For scenario, determine appropriate fields & page layouts for custom and standard objects
ā¢ Explain how to create, delete, and customize record types for custom and standard objects
ā¢ For scenario, determine appropriate record types & business processes for
custom/standard objects
ā¢ Explain the implications of deletingfields
ā¢ Describe when to use and how to create formula fields
27. Types of Objects*
Standard Objects
ā¢ Pre-defined objects included with Salesforce, by default
ā¢ Objects used to store data in standard tabs eg accounts, contacts, opportunities
Custom Objects
ā¢ New user-defined objects you create to store information unique to your organization
ā¢ Extend functionality that standard objectsprovide
ā¢ Eg for an app to track product inventory, the custom objects might be Merchandise and
Invoices
*Not counting External objects
28. What are CustomObjects?
Objects you create uniquely in your own org
ā¢ Custom Fields
ā¢ Relationships to otherObjects
ā¢ Page Layouts
29. Properties ofObjects
Objects can haverelationships
ā¢Relationship fields define how records in one object relate to records in another object
ā¢Similar to primary and foreign keys in a RDBMS
Objects power interface elements that allow users to interact with data
ā¢Tabs, page layouts, lists of related records (Related Lists) Built-in
supportfor:
ā¢ Access management/security, validation
ā¢Formulas
ā¢History Tracking
Objects described usingMetadata
ā¢ Make easy to create and modify records and manage customizations
30. Object Fields
Fields are the ācolumnsāin the spreadsheet analogy, eg Name, Email, Phone
Force.com automatically assigns a hidden Identity Field (called ID)
ID field is usually a case-sensitive 15-character (also an 18-character case-insensitive form) When
viewing a record you can see the ID at the end of the URL eg:
https://yourInstance.salesforce.com/0015000000Gv7qJ
If you need to convert the 18-character ID to a 15-character version, truncate the last three
characters. Salesforce recommends that you use the 18-character ID.
31. System Fields
Objects also have some read-only system fields automatically associated with them:
ā¢ Created Date ā The date and time when the record was created
ā¢ Created By ā The user who created the record
ā¢ Last Modified By ā
The user who last modified the record
ā¢ Last Modified Date ā
The date and time when the record was last modified by a user
ā¢ System Modified Stamp ā
The date and time when the record was last modified by a user or
process, such as atrigger
Database automatically assigns values to these fields when object is created or modified
32. Custom Fields
Store information and data about custom objects
Some examples of available field types include
Text, Formula, Number, Checkbox andPicklist
Allow you to add field level help
Enable you to define additional properties,
including required, unique andExternal ID
Can be changed to another data type, but may
cause data loss
When you delete a custom field, both the field and
data aredeleted
There is a limit on the number of custom fields per
object depending on the Salesforce edition
33. Data Types
Numeric Field
ā¢ Number
ā¢ Currency
ā¢ Percent
Calendar
ā¢ Date
ā¢ Date/Time
Limited Option
ā¢ Checkbox
ā¢ Picklist
ā¢ Picklist (MS)
Formatted Text
ā¢ Email
ā¢ Phone
ā¢ URL
Text
ā¢ Text, TextArea
ā¢ Text Area (L), Text Area(R)
ā¢ Text Area (E)
Calculation
ā¢ Auto Number
ā¢ Formula
ā¢ Roll-Up
35. Data TypeConversion
Only convert custom fields for which no data exists or you risk losing your data. Changing data type
of an existing custom field can cause data loss in the following situations:
ā¢ Changing to or from type Date or Date/Time
ā¢ Changing to Number from any othertype
ā¢ Changing to Percent from any othertype
ā¢ Changing to Currency from any othertype
ā¢ Changing from Checkbox to any othertype
ā¢ Changing from Picklist (Multi-Select) to any othertype
ā¢ Changing to Picklist (Multi-Select) from any othertype
o Currently defined picklist values are retained when you change a picklist to a multi-select picklist. If records contain
values that are not in the picklist definition, those values will be deleted from those records when the data type changes.
ā¢ Changing from Auto Number to any other type
ā¢ Changing to Auto Number from any type except Text
ā¢ Changing from Text Area (Long) to any type except Email, Phone, Text, TextArea, or URL
36. Implications of DeletingFields
ā¢ Before deleting a custom field, consider where it is referenced. You canāt delete a custom field that
is referenced elsewhere. For example, you cannot delete a custom field that is referenced by a
field update orApex.
ā¢ When you delete a custom field, all of the field history data is deleted and changes are no longer
tracked.
ā¢ A background process periodically runs that cleans up metadata associated with deleted custom
fields. This process will affect the Last Modified Date and Last Modified By fields on page layouts,
record types, andcustom objects.
ā¢ Deleted custom fields and their data are stored until your organization permanently deletes them
or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its
data. However, the field still counts against the maximum number of custom fields allowed in your
organization.
37. What can you do to Standard and Custom Fields?
Standard Fields
ā¢ Change the fieldlabel
ā¢ Add help text
ā¢ Add, edit and reorder values in picklists
Custom Fields
ā¢ Can be deleted
ā¢ Changing the data type of a custom field will result in data lost
ā¢ List views based on the field will be deleted, and assignment and escalation rules may be
affected. Only modify fields with no data, or consider using new fields.
ā¢ Deleting a field will also result in data loss
ā¢ Salesforce stores deleted fields and their data for a maximum of 15 days, during which you can
undelete or permanently erase them
38. More on StandardFields
ID
Provides a unique identifier for each record Is
system-generated and cannot bemodified
Is indexed
First three characters identify the type of
object
Owner
Represents an individual or group of users
Default owner of a record is its creator
Name
Is a short description to identify a recordās
content
Is indexed
Is a requiredfield
Can have two datatypes:
ā¢ Text: User assigned, not necessarily unique,
modifiable
ā¢ Auto-Number: System-generated, unique (usually), not
modifiable
Appears as the first column by default in list
views and relatedlists
39. Standard and CustomObjects
Sample Question
What are the basic steps when adding anew custom field?
a. Select field type, enter field details, set field level security, select page layouts
b. Select field type, enter field details, set sharing rules, select field level security
c. Select field label, select field type, set sharing rules, select page layouts
d. Select field label, select field type, select field level security, select record types
Answer:a
40. Picklists
Select values from a predefined list
Use pickliststo:
ā¢ Speed up dataentry
ā¢ Maintain data quality byallowing
only permissiblevalues
ā¢ Facilitate searching,reporting
and filtering
Allow users to select either single or multiple values from a predefined list during data entry
Dependent picklists give you the ability to create multi-level dependencies
41. Dependent Picklists
With custom fields, you can define dependencies
between picklists
When implementing field dependencies, you
select which picklist is dependent and which is
controlling
Using dependent picklists enables you to create
simple lists to categorizedata
42. Picklists
Additional Limits for Custom Picklists
Within the 15,000 total character limit, custom picklists can have:
ā¢ Up to 1,000entries
ā¢ Up to 255 characters perentry
Custom multi-select picklists canhave:
ā¢ Up to 150values
ā¢ Up to 40 characters pervalue
NOTE: For multi-select picklists, users can select up to 100 values at a time on a record.
Picklist Field Max Number ofEntries
Lead Status 100
Task Status 100
Task Priority 50
Case Status 100
Case Priority 50
Opportunity Stage 100
43. Picklists
Sample Question
What types of fields can be used asthe controlling field in a dependent picklist(2):
a. Standard Checkbox
b. Custom Picklist
c. Custom Multi-SelectPicklist
d. Formula field
Answer: a, b
44. Field Dependencies
Multi-select picklists
Multi-select picklists can be dependent picklists but NOT controlling fields
Standard versus custom picklists
Custom picklist fields can be either controlling or dependent fields Standard
picklist fields can be controlling fields but NOT dependent fields
Picklist limitations
Acontrolling field can have up to 300 values
If a field is both a controlling field and dependent picklist, it canāt contain more than 300 values
45. Field HistoryTracking
Can be enabled on objects to track changes up to 20 standard/custom fields
Changes viewed on recordās History related list or through History reports Track date
and time ofchange
Track the user making thechange
Track old and new values (not multi-select picklists or large text fields)
Can be performed on all custom objects and following standard objects: Accounts, Contacts, Leads,
Cases, Solutions, Contracts,Opportunities
46. Relationship Fields
Objects can haverelationships:
ā¢ Relationship fields define how records in one object relate to records in another object
ā¢ Similar to primary and foreign keys in a RDBMS
ā¢ Force.com database differs from RDBMS in way that record relationships are implemented
ā¢ Instead of primary/foreign keys, to define relationships, Force.com uses relationship fields
ā¢ Relationship field stores ID of parent record in a relationship, as well as optionally
providing user interface representations in both the parent and child records
47. Master-Detail Relationships
ā¢ A relationship between two different types of records that associates the records with each other
ā¢ The master object can be a standard object, such as Account or Opportunity, or a custom object
ā¢ Standard objects cannot be on the detail side of the relationship
ā¢ When a master record is deleted, related detail records are also deleted
ā¢ The Owner field on the detail record is automatically set to the owner of the master record
ā¢ Custom objects on the detail side of a master-detail relationship can't have sharing rules, manual
sharing, or queues, as these require the Owner field
ā¢ Security settings for the master record control the detail record
ā¢ Master-detail relationship field is required on the page layout of the detail record
ā¢ The relationship is created in Salesforce starting on the detail (child) object
48. Master-Detail Relationships
ā¢ Maximum 2 Master-Detail relationships can be created (many-many/junction object)
ā¢ By default, records canāt be reparented in master-detail relationships. Administrators can, however,
allow child records in master-detail relationships on custom objects to be reparented to different
parent records by selecting the Allow reparenting option in the master-detail relationship
definition
ā¢ As a best practice, don't exceed 10,000 child records for a master-detail relationship
ā¢ If you delete a detail record and later, separately, delete its master record, you cannot
undelete the detail record, as it no longer has a master record to relate to
49. Lookup Relationships
ā¢ Arelationship between two records to associate records with each other
ā¢ Allows users to click a lookup icon on a record and select another record from a popup window
ā¢ On the associated record, you can display a related list to show all records that have been linked
to it
ā¢ If a lookup field references a record that has been deleted, by default Salesforce clears the lookup
field
ā¢ Alternatively, you can prevent records from being deleted if theyāre in a lookup relationship.
ā¢ Security is controlled byOWD
ā¢ Can be a self-relationship. One example is user hierarchy (both of type User)
ā¢ Can be used to create one-to-one and one-to-many relationships
50. Lookup Filters
Limit search results for relatedfields
Can compare fields to other fields or static values Can
be required oroptional
51. Relationship Conversion
Can convert a master-detail relationship to a lookup relationship:
If no roll-up summary fields exist on the masterobject
Can convert a lookup relationship to a master-detail relationship:
If the lookup field in all records contains avalue
54. Many-to-Many Relationships
ā¢ A many-to-many relationship allows each record of one object
to be linked to multiple records from another object and vice
versa
ā¢ Many-to-many relationships are implementedthrough the use
of junctionobjects
55. Adam wants to delete an account and the 15 contacts associated with it. Which method
should he choose to delete the records in the most efficient way?
a. Select each contact record and delete one-by-one. Once all of the contact records have been
deleted, the account record can be deleted manually.
b. Use Data Loader to mass delete the records.
c. Ask a developer to write a query in the developer console to delete the records.
d. Delete the account record; the contact records will be automatically deleted.
Relationships
Sample Question
Answer:d
56. Schema Builder
Visual tool for viewing, modifying all objects and relationships
Schema/Entity RelationshipDiagram
Simplifies designing, implementing and modifying datamodel/schema View
existing/create newinteractively
Letās you create:
ā¢ Custom Objects
ā¢ Lookup relationships
ā¢ Master-Detail relationships
ā¢ All custom fields except Geolocation
Accessed via Setup | Schema Builder
Schema cannot be exported to use in another org
Enabled bydefault
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58. Working with SchemaBuilder
Click objects to move them around canvas. Schema Builder saves the layout. Click
Auto-Layout to sort the object layout (cannot undo)
Elements tab ā drag and drop new custom objects
Objects tab ā select which objects to display in the canvas, egAll, Selected, Standard, Custom Search
for objects in Quick Find box
59. Schema Builder
Sample Questions
All of the following are advantages of the Schema Builderexcept:
a. All object and field relationship details are available from one screen
b. You can view fields and relationships for custom, but not standard objects
c. Schema Builder shows details like field values, required fields, and how objects are related
d. It's easy to build objects and fields directly from the Schema Builder, allowing you to visualize
and change relationships withease
Answer: b
Tocreate a custom object from the SchemaBuilder:
a. From the Objects tab, select New > Object
b. From the Elements tab, drag Object onto the canvas
c. Right-click in the canvas and select 'New Object'
Answer: b
60. OPTION 1: Hands-on Exercise - 60 MINUTES
Data Modelling
https://trailhead.salesforce.com/modules/data_modeling
ā¢ Understand Custom & StandardObjects
ā¢ Create Custom Objects &Fields
ā¢ Create Object Relationships
ā¢ Work with Schema Builder
NOTE: Part of the
pre-workTrailhead
61. Option 2: Hands-onExercise
Building Your DataModel
Building Applications with Force.com - Part 1 āBuilding Your Data Modelā Exercise Guide
https://lms.cfs-api.com/v1/content/866451e8-66c8-496d-b5e1-
6cf54063d7bd/presentation_content/external_files/buildingyourdatamodelexerciseguide.pdf
Exercise 3-1: Creating Custom Objects
Exercise 3-2: Creating Custom Fields Exercise
3-3: Creating Lookup Relationships
Exercise 3-4: Create Master-Detail Relationships
Exercise 3-5: Creating a Custom Junction Object
Exercise 3-6: Creating a LookupFilter
62. Custom App
There are three declarative ways to make
changes to the userinterface:
ā¢ custom applications
ā¢ custom tabs
ā¢ page layouts
AForce.com custom app consists of a name, a
description, an ordered set of tabs and optionally
a custom logo and landing page
Salesforce provides standardapplications
such as Sales and CallCenter
You can create custom applications to meet
your unique businessneeds
64. Page Layouts
Apage layout controls the position and organization of the fields, sections, buttons and related
lists that are visible to users when viewing or editing a record
Page layouts also help us control the visibility and editability of the fields on a record
We can set fields as read-only or hidden, and we can also control which fields require users to enter a
value and which don't
65. Page Layouts
Page Layout defines the organizationof:
ā¢ Fields
ā¢ Custom Links/Buttons
Page Layout customizationsinclude:
ā¢ Field locations
ā¢ Page sectioncustomizations
ā¢ Field properties
66. Adding Chatter to the Page Layout
ā¢ Enable Chatter to allow
users to follow recordsand
see updates on therecords
they follow
ā¢ Configure what fields
trigger a Chatterupdate
ā¢ Setup | Customize | Chatter
| FeedTracking
67. Page Layout
Sample Question
You created a new custom field on the Contact object, but it is not visible on the page layout.
You want to display it in a new āAdditional Informationā section ā how canyou add it?
a. Add it to allprofiles
b. Use fieldaccessibility
c. Create the new section then add the field using the page layout editor
d. Edit the page layout and add the field
Answer:c
68. Option 1: Hands-on Exercise ā 40 MINUTES
ā¢ Customizing Navigation, Buttons and Links
ā¢ Modifying Page Layouts
ā¢ Creating List Views
UI Customization
https://trailhead.salesforce.com/modules/customizing_user_interface
NOTE: Part of the
pre-workTrailhead
69. Option 2: Hands-onExercise
NOTE: Focus only on exercises 3-1 to3-4
Building Your UserInterface
Building Applications with Force.com āBuilding Your User Interfaceā Exercise Guide
https://lms.cfs-api.com/v1/content/3369d5e3-7116-4772-ad54-
b90d9eace3bc/presentation_content/external_files/buildingyouruserinterfaceexerciseguide.pdf
Exercise 3-1: Creating a Custom Application
Exercise 3-2: Creating Custom Tabs Exercise 3-
3: Customizing Page Layouts
Exercise 3-4: Enable Chatter on the Position Object
70. What are RecordTypes?
Different views of the same object with
differing data showing depending onthe
profile of the userviewing
Arecord type is assigned one page layout
type perprofile
Determines the required fields bypage
layout and the valid pick list values by
business process to ensure users only
complete valid fields andvalues.
Define different sets of values for
Standard and Custom picklistfields
Implement custom business process by
associating them to specific page layouts
71. What are RecordTypes?
On which objects can Icreate multiple record types?
ā¢ Multiple record types may be created for every tab, with the exception of the Home,
Forecasts, Documents, Reports, Consoles, and Web tabs.
What happens if I need to add a picklist value?
ā¢ You will be prompted to select which record types should include the new value.
If Iām looking at a detail page, how do I know what record type it is?
ā¢ For tabs that have multiple record types defined, you can look at the Record Type field on the
page. This field needs to be added to all the page layouts used by all the record types.
Do users have to display the jump page every time they create a newrecord?
ā¢ No, users can choose to accept their profileās default record type.
73. Record Types
Sample Questions
What are some uses for record types?(2)
a. Allows or different page layouts for different types of records
b. Allows for different picklist values for different types of records
c. Allows different validation rules for different types of records
d. Allows different approval processes for different types of records
Answer: a, b
Apicklist value has been added to custom field but it is not visible in the UI. Why?
a. There are record types defined for the object and the picklist value has not been added to the record type of the record the
user isviewing
b. The picklist value has not been made active
c. Access has to be added to the new picklist value for the userās profile
d. There are record types defined for the object and the picklist value has not been added to all record types
Answer: a
74. Formula Fields
Custom Formula Fields allow you to define calculations that reference other fields to display new
numeric, text, or datevalues
They are read-only, and do not display on record edit pages
Can reference fields on the same object, or a parent or lookup object
Cannot reference currency codes, description or custom long text area fields, or multi-select picklists
Are not searchable, or available for lead conversion or data exports
Can return types Checkbox, Currency, Date, Date/Time, Number, Percent, Text Fields
referenced by formulas cannot be deleted
75. Formulas
A type of custom field. Formula fields automatically
calculate their values based on the values of merge
fields, expressions, or other values.
Use the Simple Formula tab for basic calculations
involving numerical fields from the same object.
Use the Advanced Formula tab for more complex
calculations involving functions, non-numerical fields,
or fields from parentobjects
Use the Insert Field browser on the Advanced
Formula tab to access fields from up to 10 parent
levels
76. Cross-Object Formulas
Across-object formula references fields from parent objects
Span two or more objects by referencing merge fields from related records Maximum
of ten (10) unique relationships per object in cross-object formulas.
ā¢ Limit is cumulative across all formula fields, rules, and lookup filters.
ā¢ Eg if two different formulas on opportunities reference two different fields of an associated account, only one unique
relationship exists (opportunities toaccounts)
Cross-object formulas that reference currency fields convert the value to the currency of the record
that contains theformula
You cannot reference cross-object formulas in roll-up summary fields
77. Formulas
Sample Questions
When are formula fieldsrecalculated?
a. Every 15 minutes
b. Every time they are seen(viewed)
c. After every DMLoperation
d. Admin can set the time of refresh
Answer: b
Custom formula fields can reference other custom formula fields includingthemselves.
a. TRUE
b. FALSE
Answer: b
78. Creating Roll-Up SummaryFields
Calculate values from a set of related
records, such as those in a related list
Are read-only fields that candisplay the
Sum, Minimum or Maximum value or
record Count of a field in a related list
Can be added for all custom master-detail
relationships and for some standard
relationships
Can be created to automatically display a
value on a master record based on the
values of records in a detail record
79. Roll-up SummaryFields
Creatable on any object (standard/custom) on master side of the master-detail
ā¢ Opportunities: Roll-up using values of products related to the opportunity
ā¢ Accounts: Roll-up values of relatedopportunities
ā¢ Campaigns: Campaign member status or campaign member custom fields
Number, currency, percent fields are avail when you select SUM
Number, currency, date, percent, and date/time fields are available when you select the
MIN/MAX
Changes in value can trigger auto-assign rules to run Can
trigger workflow and fieldvalidations
If there is a reason to do a mass recalculation then these rules do not fire
Amaster can roll up fields on detail records; cannot rollup sub-detail records
80. Roll-up SummaryField
Sample Question
You have created two custom objects, Job and Job Applications. You would like HR users to be
able to see how many applications there have been when they look at a job. Other users should
not have visibility to this. How can this bedone?
a. Create a count type roll-up summary field on the Job object and use Field Level Security to
make it visible to only users with the HR profile.
b. Create a sum type rollup summary field on the Job Application object and create a
separate page layout for HR profile users.
c. Create a cross-object formula field on the job object and use a permission set to limit visibility
to the field for certain users.
d. Create a trigger on the Job application object to update a field on the Job object and limit visibility
to the field using Field Level Security.
Answer: a
81. Hands-on Exercise ā 45 MINUTES
Formula & Roll-Up SummaryFields
https://trailhead.salesforce.com/modules/point_click_business_logic
ā¢ Using Formula Fields
ā¢ Implementing Roll-Up SummaryFields
ā¢ Creating Validation Rules